-55.4%
APP vs VG
+47.2%
-102.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -7.7% | +18.4% | +9.9% |
| 7D | +4.5% | -16.4% | +20.9% | +3.1% |
| 30D | -3.6% | -10.8% | +7.2% | -4.3% |
| 3M | -35.3% | -6.3% | -29.0% | -35.1% |
| 6M | -42.8% | -12.5% | -30.3% | -42.6% |
| YTD | -59.7% | +76.9% | -136.6% | -62.7% |
| 1Y | -55.4% | +51.8% | -107.1% | -57.5% |
| All | -55.4% | +47.2% | -102.5% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling